See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,103 | $153,772-21.2% | $133,980-9.6% | $273,961-55.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.67% | 36.51%-20.8pp | 29.30%-13.6pp | 41.45%-25.8pp |
| Employer contribution / active EE | $9,679 | $6,029+60.5% | $5,211+85.7% | $4,869+98.8% |
| Participant deferral / active EE | $11,070 | $6,958+59.1% | $6,282+76.2% | $5,287+109.4% |
| Admin fee / account holder | $47 | $11,765-99.6% | $9,324-99.5% | $10,132-99.5% |